QuickBooks A/R Aging Report: How to Schedule Automatic Daily Email

Get an email every day showing your unpaid invoices and outstanding balances. Use it to take action and get paid faster!

The QuickBooks Accounts Receivable (A/R) Aging Report shows you how much your customers owe your business, with balances grouped by how long they have been outstanding. The report categorizes receivables as Current, 1 - 30 days, 60 days, and 90+ days, to highlight what customers need to be dealt with most urgently because they have been overdue for longer.

To email the Accounts Receivable Aging Report daily from ActiveBooks:

  1. Download, install and configure ActiveBooks, if necessary.

  2. Start ActiveBooks.

  3. Select Notification > Add to open the Add Notification window:

    Add QuickBooks Notification

  4. On the General tab:

    • In the Using field, select the QuickBooks company file you wish to report against. Note that if you only have one company file configured, it will already be selected and you don't have to do anything.

    • In the Send the field, choose the A/R Aging Report entry. (You can also choose the related A/R Aging Detail Report if it is more suitable.)

    • In the To field, enter the email address to receive the QuickBooks report. Separate multiple addresses with a comma.

    • And finally, in the Every field, select the day of the week on which to send the report. We have chosen every day at the default time of 5 AM (we are early risers!) but you can adjust the day and time to whatever suits your busy schedule.

      ActiveBooks A/R Aging Report: General Tab

  5. Click the Save >> button. In a couple of seconds, an entry titled A/R Aging Summary (This Fiscal Year-to-date) will show up in the ActiveBooks window.

    ActiveBooks A/R Aging Report: Created

  6. That's it! Your A/R Aging report will be automatically emailed to you every day @ 5 AM. Feel free to preview the report (by selecting Notification > Preview...), or edit it to limit by class, email an Excel, etc.

    ActiveBooks A/R Aging Report: Preview

Accounts Receivable Aging Report not emailed as expected?